Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.33% |
| $250K - $500K | 1.28% |
| $500K - $750K | 1.23% |
| $750K - $1.0M | 1.13% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable above $5,000,000.
Fee Estimator
VWA offers a wrap fee program where clients pay an annual fee based on assets under management. This fee covers advisory services and securities brokerage commissions. The annual fee ranges up to 1.33%, depending on portfolio size. For clients utilizing Model Portfolio or Model Account services, additional fees up to 0.50% may be assessed for portfolio strategy design and management. If using an Independent Manager, their fees (ranging from 0.20-1.50%) are charged in addition to the Program Fee. Fees are negotiable for accounts above $5,000,000.
Areas of Practice
Advisor Information
Office location
1254 University Drive, Suite 300, Edwardsville, IL, 62025
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is licensed to sell insurance products through Visionary Wealth Advisors, LLC, dedicating full-time hours to this activity. He also works full-time as a registered investment advisor with Visionary Wealth Advisors, LLC.